+40.7%
AMC vs Q
+30.6%
+10.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +2.9% | +2.0% |
| 7D | +5.5% | +4.0% | +1.5% | +4.7% |
| 30D | +16.1% | -2.3% | +18.4% | +16.4% |
| 3M | +43.0% | -7.9% | +50.9% | +44.4% |
| 6M | +130.7% | -16.0% | +146.6% | +135.4% |
| YTD | +121.8% | +51.7% | +70.1% | +81.0% |
| 1Y | +40.7% | +28.3% | +12.3% | +25.5% |
| All | +40.7% | +30.6% | +10.1% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded Q wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling